The Supreme Court’s decision shifts the burden of proof to the defendant (plan sponsor) in the initial stages of a “prohibited transaction” or “excessive fee” ERISA lawsuit.
Tag: fiduciary
How Fiduciary Duty and Cognitive Decline Intersect
Explore how plan sponsors can support their plan participants experiencing cognitive decline.
Using Plan Assets to Pay Plan Expenses
Learn about the distinction between settlor and non-settlor expenses under ERISA, the proper use of participant forfeitures, and steps plan fiduciaries should take to ensure plan assets are used appropriately when paying plan expenses.
How to Evaluate Your Retirement Plan Advisor
Understand these five key aspects of retirement plan oversight to ensure your organization’s retirement plan, its fiduciaries, and its participants are set up for success.
